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Retirement tax questions
After you entered the 1099-R, did you go through the ENTIRE interview and answer the questions concerning whether you had the Roth for at least 5 years, did you still have an open Roth December 2024, as well as how much you previously contributed to the Roth account?
TurboTax needs answers to all those question to make the final calculation.
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‎February 14, 2025
6:59 PM